Category Archive: 5) Global Macro

Weekly Market Pulse: The Consensus Will Be Wrong

What’s your outlook for this year? I’ve heard that question repeatedly over the last month and if you’re reading this hoping I’ll let you have a peak at my crystal ball, you’re going to be disappointed. Because I don’t have a crystal ball and neither, I hasten to add, does anyone else in this business.

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What the trigger for equities will be. It’s not really about the Fed.

The 'soft landing' is on the table at NYSE. December payroll data kept the hope alive. But is it really? Growing weight of evidence - not to mention totally different interpretation of same across many other markets - strongly implies it isn't.

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China after covid: How will the world economy react?

China’s re-opening of its borders is set to be one of the biggest economic events of 2023. It will have global implications for consumers, companies and policymakers 00:00: China reopens its borders 01:28: The impact of zero covid on China’s economy 01:50: Tourism is about to change 02:33: How commodity prices will change 03:27: The impact on foreign investment Read more on how China’s re-opening will impact the global economy:...

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SMART BOURSE – L’invité de la mi-journée : Thomas Costerg (Pictet WM)

Jeudi 5 janvier 2023, SMART BOURSE reçoit Thomas Costerg (Économiste senior US, Pictet WM)

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It’s a New Era

This dynamic--making problems much worse by forcing more of whatever worked in the previous era into a saturated, increasing unstable new era--receives little attention or understanding. Eras may last decades, and only those who've lived long enough to recall previous eras have experienced the transition from one era to the next.

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Great News! Consumer Sentiment Is Awful!

I don’t know how many times I’ve seen blog posts or articles or Tweets about negative consumer sentiment over the last year. These articles rightly point out that the University of Michigan consumer sentiment survey is sitting near (or at a few months ago) 50 year lows. This fact is taken as a negative for the economy and therefore stocks.

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Misunderstanding War, Money and Prosperity

If the consensus of experts misunderstand money, credit and prosperity, how are we going to advance? Describing all the ways experts got it wrong is a thriving cottage industry. Expertise is itself contentious, as conventional expertise legitimized by credentials, prestigious institutional positions, scholarship, prizes, etc. can be wielded to promote the interests of the expert or whomever is funding the expert.

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War in Ukraine | Russian Defence Ministry: Ukrainian strike killed 63 soldieres | Latest | WION

Kyiv has taken responsibility for a deadly strike on Russian forces in eastern Ukraine. This comes after Moscow in a rare admission claimed that it had lost 63 troops in the town of Makiivka.

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The Dramatic Change In Consumer Behavior Sinks GDP Reverse – #crypto #finance #ftx

The Dramatic Change In Consumer Behavior Sinks GDP Reverse - Gold #crypto #finance #ftx #economy Educate my audience about free market economics and the principles and benefits of individual liberty, limited government and sound money. These are America's founding principles, guaranteed by the U.S.

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The real story behind China’s ditch of Zero-COVID begins w/its dead tiger.

Chinese officials have changed course about the pandemic. Why? Rather than recent protests, there is almost certainly another reason even bigger than COVID. The U-turn coincides with a deeper mystery - of sorts - as to China's biggest foe. And that's not the United States.

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The World Ahead 2023: five stories to watch out for

What stories should you be following in 2023? From India becoming the world’s most populous country, to an illegal drug that might be approved as a medicine, The Economist offers its annual look at the year ahead. 00:00 - The World Ahead 2023 00:35 - India's population potential 04:30 - Psychedelic medicines 08:06 - Japan’s markets mayhem? 12:45 - Repairing the world 15:50 - The coronation's colonial concerns Read more on The World Ahead 2023:...

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Why is the sex-toy industry booming?

Gone are the days of hiding in the shadows of seedy shops in the red-light district. Today, sex toys have gone mainstream. How has this long-stigmatised industry become normalised? 00:00 - Why is the sex-toy industry booming? 00:28 - The origins of sex toys 02:05 - How did the sex-toy industry emerge? 03:05 - Developing the female sex-toy market 04:40 - How the internet helped the sex-toy market 05:35 - How are women shaping the industry? 07:00...

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What’s Your Line in the Sand? The $25 Burger?

The gag reflex kicks in at some point and we walk away because it is no longer worth the price. Everyone has a line in the sand when it comes to inflated prices they refuse to pay. For one Walmart shopper I observed, it was a carton of eggs for close to $10. She announced her line in the sand verbally, with great force and sincerity.

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Ukraine war: what will winter bring?

As President Zelensky travels to America to meet President Biden, the war in Ukraine is entering a critical phase. The Economist met Mr Zelensky and Ukraine’s senior military generals to discuss what might happen next. 00:00 - The war in Ukraine enters winter 01:00 - What next for the war in Ukraine? 02:55 - A Russian offensive: what are the options? 03:50 - A Ukrainian offensive: what are the options? 05:35 - A message from Ukraine’s...

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Weekly Market Pulse: Happy Holidays

We received a host of economics reports this past week; some good, others not so much. The week started with the Consumer Price Index report coming in better than expected at an increase of just 0.1% from the previous month (7.1% from a year ago), compared with respective estimates of 0.3% and 7.3%.

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A Great Madness Sweeps the Land

Those who see the madness for what it is have only one escape: go to ground, fade from public view, become self-reliant and weather the coming storm in the nooks and crannies. A great madness sweeps the land. There are no limits on extremes in greed, credulity, convictions, inequality, bombast, recklessness, fraud, corruption, arrogance, hubris, pride, over-reach, self-righteousness and confidence in the rightness of one's opinions.

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NATO: Russia’s President Putin is planning for long war; Putin meets top military brass | WION

We are close to the end of 2022 but it's been 10 months since Russia invaded Ukraine even after witnessing defeat in three Ukrainian cities. Russian President Vladimir Putin is not ready to back, so how far will this go?

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WION Fineprint | Russian Space Agency: Soyuz MS-22 radiator hit by micro meteoroid

Russia's Soyuz spacecraft MS-22 suffered a three hour long coolant leakage episode on Wednesday night. The untimely leakage forced the Russian space agency to call off its planned six hour long spacewalk of its two astronauts.

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Ukraine-Russia War: Ukraine works to restore power after Russian missiles batter grid | Latest |WION

We are close to the end of the year but it has been 10 long months since Russia invaded Ukraine. Even after witnessing defeat in three Ukrainian cities, Russian President Vladimir Putin is not ready to back down.

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Are brain implants the future of computing?

Imagine brain implants that let you control devices by thought alone—or let computers read your mind. It’s early days, but research into this technology is well under way. Film supported by @mishcondereya 00:00 - Are brain implants the future of computing? 00:58 - Headsets are changing how brains interact with the virtual world 02:24 - What is a brain computer interface? 03:24 - What’s holding this technology back? 04:00 - How wearable BCIs can...

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